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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-26 |
Branch Locations
4770 Biscayne Blvd Suite 980, Miami, FL 33137 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Coral Gables | FL | 01/2007 | Present |
| Pruco Securities, Llc | Coral Gables | FL | 01/2007 | Present |
| M Holdings Securities, Inc. | Portland | OR | 05/2019 | Present |
| Interamerican Financial Consulting | Miami | FL | 05/2019 | Present |
1) Interamerican Financial Consulting Group, Inc, DBA UFC4WEALTH; 4770 Biscayne Blvd, Suite 980, Miami FL 33137; Member Firm Affiliation; Investment Related; Chief Executive Officer of UFC4Wealth; Business development, operations, recruiting, training & sales of financial products; 05/08/2019; 200 hours per month; 200 hours per month during trading hours. 2) Riviera Last Dance, Inc; 1101 SW 32nd AVE, Miami FL 33135; Corporation holds title of boat; Not investment related; Owner; Responsible for maintenance of the vessel and reporting for entity; 6/02/2023; 0 hours per month; 0 hours per month during trading hours. 3) SKLR Ventures LLC ; 1101 SW 32 Ave, Miami, FL, 33135; LLC entity; Not investment related; President; entity created to own a boat; 6/14/2025; 2 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-15 |
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